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are a very different environment, very different situation today. overseas, i do think the emerging markets do represent a much -- an excellent buying opportunity here. i think they tend to outperform the u.s. going forward. >> jeff, of which of these two asset classes are the most dangerous, in your view? the long end of the bond market or gold? >> i would think the long end of the bond market. i've been in this business for 42 years as of last month. i've seen the long treasury bond go in a 3% yield to almost a 15% yield. people think they cannot lose money in bonds. i'm here to tell you, you can lose a lot of money in bonds, especially in bond funds. so i think you need to be very careful with the fixed income side of your asset allocation. >> guys, we'll leave it there. thank you for kicking off the week with us. thank you both. >>> a couple of insiders making profits off the rally. kayla tausche has more on that. >> perhaps the biggest signal of confidence in a company is when the executives and directors start scooping up shares. much of that happened during the crisis, and several ho
in a new kind of environment? >> i think there's some program selling. the dow 14,000, a lot of institutions might say, okay, enough is enough. let's do some lock-in. i think we always have to return to earnings. earnings have been surprisingly strong. we are now seeing deal flow. the dell deal, virgin media deal. i think they put a floor on the market. >> yeah. >> the deals themselves you think? >> yes. >> as a reflection of confidence? as a reflection of what? >> you know, virgin media, david and i were looking at the chart before this. virgin media, this stock was at 23 in june. and people didn't think it was too high then. and they don't think it's too high now. very smart coming in. >> we could see a deal above 50 bucks a share. >> 50? >> i don't know. that's david faber just saying, according to a bunch of my hedge fund guys, hoping. we may get a deal today. >> use third person for yourself. >> i did. >> jim cramer said david faber said it's 50, could be 50. >> bo jackson used to do that a lot, too, didn't he. he had a reason to. because he was the most unbelievable ath
's a choppy, challenging environment out there. even for quick service. quick service does happen to hang in there a little better than the higher priced categories like full-service casual dining, for example. >> andy, thanks a lot. >> thank you. >> talking mcdonald's over at jefferys. >> in the northeast, the winter storm nemo, which is bowling towards us. jackie dean gel lis has the latest states on the storm. >> good morning, simon. let me just give you an update outside here first. the snow started coming down around 7:00 a.m. three hours later, we've got a wintry mix on our hands. but things actually aren't so bad. people commuting to and from work at this point. also checking out some of the other travel statistics out there. according to flight aware.com, about 4,125 flights have been suspended between yesterday, today, and also tomorrow, in preparation for winter storm nemo. which at this point is looking to potentially give us two feet of snow on parts of the northeast. and also, 12 inches of snow in new york city, where we are under a blizzard warning. meantime, amtrak is also
're talking about there. it's a typical john malone deal, one would argue, for this kind of environment, where investors seem willing to at least embrace a levered equity. there's john. levered equity story in what is a core market. free cash flow accretive right off the bad. shareholders own 36% of the combined company. you know, there's just a lot here. as i reported yesterday, they were back and forth for quite a long time, in part because the prices were moving all over the place. virgin media shares actually shot up. they broke apart. they were able to come back when liberty stock prices also started to follow up. look at that move up. how could you want more? well -- >> greedy. >> by the way, why didn't they do this deal a few years ago? unclear exactly. but they've gotten it together at virgin media. they were not for sale, so they needed to be convinced to actually entertain this. again, we do keep your shareholder base focused on the future of the company. the free cash flow number is going to be huge, not to mention the net operating loss, $10 billion. they're domiciling this combina
out that january, someone back in the retail environment all my life, january, the one month that i don't care about. i care about the other 11. anyway, head to the bond pits, rick san telly, the cme group r. >> yesterday talk about the ten-year note yield, the past year and a half, closing base circumstance in the six basis point range, from 195 basically to 201. really, that hasn't changed, the two-day chart of tens shows you we briefly did trade under 195, use that as the pivot, remember, closed at 176 the end of last year, basically up now 19 to 20 basis points the. might sound like a lot. anybody who traded bonds in a bygone day, know that used to be half a day's range. boone's, 160 as their pivot, very similar pattern. let's switch gears bit. we know the euro a 14-month high against the green back and closer to a three-year high against the yen. doesn't seem like mario draghi's single pillar central bank or not is please about the recent strength. think exports here. his comments? look what they did the euro versus the dollar this chart, look at the euro versus the yen. how di
Search Results 0 to 4 of about 5